1. DATA ANALYTICS Jon Moramarco, BW 166

2. Wine Business Monthly would like to thank the following partners and sponsors:

3. DATA ANALYTICS Moderator: Jon Moramarco, BW 166 Speakers: Lesley Russell, General Manager, St. Helena Winery Dan Leese, Co-Founder/CEO, V2 Wine Group Russell Joy, President/GM, Patz & Hall Wine Company

4. Data Analytics What data is available and how can it be used to make better decisions and increase sales. What is the key data that needs to be collected ? How should this data be used to optimize the performance of an operation?

5. Key Metrics Defining success Reporting and Dashboards Revenues / Profits Wine Club Sign ups Depletions and Account Level Data

6. Business Evolution How has the business changed? How has this changed data needs and metrics?

7. Margins Calculation Expectations Vintage variability and margin volatility

8. Customer Turnover Measuring Managing

9. Data and Performance Management Sales / Operations / Administration Internal Sales vs. External Sales Customers

10. Data Collection What is needed? What is wanted? What to collect? What to use? Repository?

11. Wine Business Monthly would like to thank the following partners and sponsors: